Income Portfolio
Income PortfolioAsset Allocation
Income PortfolioPerformance
The chart shows the growth of $10,000 invested in Income Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,766 for a total return of roughly 77.66%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Income PortfolioReturns
As of Nov 27, 2021, the Income Portfolio returned 0.69% Year-To-Date and 4.93% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 0.43% | 9.37% | 22.33% | 26.59% | 15.74% | 14.46% |
| Income Portfolio | -0.26% | 0.70% | 0.69% | 2.34% | 6.01% | 4.93% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 0.29% | 0.94% | -1.73% | -1.23% | 3.77% | 2.89% |
VTI Vanguard Total Stock Market ETF | 0.12% | 9.07% | 22.41% | 27.57% | 17.66% | 16.64% |
IGOV iShares International Treasury Bond ETF | -1.09% | -5.22% | -8.99% | -6.66% | 2.36% | 1.08% |
VEA Vanguard FTSE Developed Markets ETF | -4.42% | -3.29% | 7.57% | 12.16% | 9.85% | 8.42% |
| Returns over 1 year are annualized | ||||||
Income PortfolioDividends
Income Portfolio granted a 1.70% dividend yield in the last twelve months, as of Nov 27, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.70% | 1.85% | 2.22% | 2.50% | 2.34% | 2.18% | 2.14% | 2.47% | 2.40% | 2.31% | 3.43% | 3.31% |
Income PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Income PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Income Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Income Portfolio is 10.79%, recorded on Mar 19, 2020. It took 49 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.79% | Mar 9, 2020 | 9 | Mar 19, 2020 | 49 | May 29, 2020 | 58 |
| -4.59% | May 9, 2013 | 32 | Jun 24, 2013 | 81 | Oct 17, 2013 | 113 |
| -4.44% | Sep 8, 2016 | 70 | Dec 15, 2016 | 104 | May 17, 2017 | 174 |
| -4.34% | Jan 29, 2018 | 229 | Dec 24, 2018 | 40 | Feb 22, 2019 | 269 |
| -3.66% | Apr 27, 2015 | 186 | Jan 20, 2016 | 40 | Mar 17, 2016 | 226 |
| -3.5% | Oct 31, 2011 | 19 | Nov 25, 2011 | 41 | Jan 26, 2012 | 60 |
| -3.46% | Nov 5, 2010 | 28 | Dec 15, 2010 | 75 | Apr 4, 2011 | 103 |
| -2.97% | Apr 16, 2010 | 36 | Jun 7, 2010 | 26 | Jul 14, 2010 | 62 |
| -2.89% | Feb 12, 2021 | 16 | Mar 8, 2021 | 60 | Jun 2, 2021 | 76 |
| -2.64% | Sep 3, 2021 | 26 | Oct 11, 2021 | — | — | — |
Income PortfolioVolatility Chart
Current Income Portfolio volatility is 6.24%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.